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Asset Management Investment Analyst
Asset Management Investment Analyst
New mentor!
Member since 2025
  • Toronto
  • Toronto
About the mentor

My parents immigrated to Toronto and I had the privilege to grow up in the greatest city in the World-Toronto-full of opportunities. That is why it means so much to be able to serve my community as an investment sales professional, giving those same opportunities and more to the community. I am aware of the impact that investment solutions have on Canadians lives and their life goals. I am a  direct beneficiary of the investments my parents made for me and that is why I chose to specialize in wealth management.

I have an Honors Bachelors in Arts, double majoring in English, History with a minor in Ancient Civilizations from the University of Toronto. My superior analytical and problem solving skills are being honed by my continued education with the completion of the CSC, PMT, IMT, CPH, enrolment in the CFA program, and I am a CAIA Level II Candidate, having passed by CAIA Level 1 in September 2023. I am completing my Masters in Finance and Investment Management from the University of Liverpool. My clients would say that I am meticulously detail-oriented, organized, and comfortable making serious decisions. 

I am an award-winning (Emerald Circle in Q2 and Q3 2021 at WM), resourceful, self-motivated Business Development Management Professional. I have multiple years of experience in building relationships, cultivating partnerships, persuasively introducing products, educating clients, retaining top accounts at an 99% retention rate and growing profits at an average of 125% to goal and or assets under management by establishing trust with high net worth clients, investment professionals and advisors.

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